Theodore PeroulakisTheodore Peroulakis, CFP®, ChFC®, AIF®Vice PresidentWealth Advisor
About Theodore
Ted Peroulakis is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. As a member of Girard & Associates, he works closely with businesses, affluent individuals and families to design lasting strategies that address their unique objectives.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Ted is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. His deep industry knowledge and ability to assess and respond to evolving market conditions help him develop financial strategies that seek appropriate returns.
With over 20 years of experience in the financial industry, Ted was with Merrill Lynch before joining J.P. Morgan in 2020 with his team. He is pleased to offer his clients the breadth of solutions available through the robust investment platform of the firm.
Ted has dedicated his life to the study of finance, economics and investments. His passion is helping clients preserve and grow their wealth. Ted earned a B.S in Finance from Florida State University and an M.B.A. from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER™ and holds the ChFC® designation, which emphasizes practical applications of financial planning.
Committed to making a difference in his local community, Ted takes great pride in volunteer work. Notably, he serves as Team Leader of an American Red Cross Disaster Action Team and is a Red Cross Hurricane Shelter Manager. Ted is the Chairman of the Board of Directors for his local American Red Cross chapter. He also serves on the Board of Directors of the Homeless Coalition of Palm Beach County. Raised in South Florida, Ted lives near Palm Beach Gardens with his wife, Elena and his son, Alexander. Ted is proficient in Greek.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trade.marks owned by Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary® CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trade.marks owned by Certified Financial Planner Board of Standards, Inc. Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now